Edit Root Cause Analysis Fields

Objective

To edit root cause analysis fields in the Company level Admin tool.

Background

In the Company level Admin tool, you can manage custom values for the fields Hazard, Contributing Condition, and Contributing Behavior. Team members can then view and select these customizable fields when creating an Observation or Incident. This feature allows users to configure values that are consistent with their internal policies and procedures or to be compliant with applicable regulatory requirements.

To Edit a Root Cause Analysis Field

To Mark a Root Cause Analysis Field as Inactive

Click the checkbox () next to the filed name or entire category you want to deactivate. Note: An empty checkbox indicates that a field name is not active and cannot be selected by a team member at the project level. See image below.